<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Member Login

Monthly meetings

Information on MainStreetUSA

Information on Awards

Career Friendly Fees

Tools you need to become a politically
active and involved advisor.

Become an informal advisor to your
representatives on industry matters.

Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.

Information on Warchest

capitol

Washington, DC on May 19-20, 2020.

LimitedExtCareCenter
BusPerfCenter
TalentDevCenter

Text to come

Text to come

Get the latest industry news.

Information on Action Reports

capitol

Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

PPevent
membership-header-bg

Flagship Financial

Refine Wealth Strategies logo

CONTACT INFORMATION

952-224-7977
Email Refine Wealth Strategies

 

About

The Power Is in the Plan

Refine Wealth Strategies has been helping people refine their wealth for nearly 20 years, and we know firsthand the power of a detailed, comprehensive plan. We believe that if you know where you are, where you want to go, and how to get there, you can reach your greatest potential in life.

At Refine Wealth Strategies, our mission is to help you achieve clarity about your goals and opportunities so you can confidently attain your best life. We are your go-to financial strategists, here to help you make wise decisions as you grow. When it comes to your finances and your future, you deserve to know you’re in the best possible position—that everything you’ve worked for is protected and primed for maximum opportunity.

Book a Meeting